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May 4, 2008

Financial Markets
The Economist and Goldman on oil and the dollar

I liked the lede of this week’s economist story on the Fed, the dollar and oil: “THE spirit of St Augustine hovered over the Federal Reserve this week. “Oh Lord, let us stop cutting interest rates…

October 24, 2019

Election 2020
Meet Mark Sanford, Republican Presidential Candidate

Donald Trump’s approval rating among Republican voters hovers around 90 percent. Numbers that high normally mean no primary challenge. But the Trump presidency has been anything but normal. Former So…

Mark Sanford

July 16, 2019

Cybersecurity
Building Resilience in the Fifth Domain

The time for new cyber strategies is over. The United States should work to achieve "cyber resilience," in which we actively manage the risk posed by even the most persistent nation-state actors.

A researcher of Hauri, an IT security software company investigating computer viruses, works at a lab of the company in Seoul March 22, 2013.

February 18, 2007

China
Goldman: PBoC using swaps to limit reserve growth

Goldman seems to have confirmed something that I -- and, for that matter, Stephen Green of Standard Chartered and Louis Kuijs of the World Bank -- have suspected for a while: China's "true" reser…

October 29, 2006

China
Goldman economic research v. the Economist (Drivers of Chinese growth)

I, obviously, liked this week’s Economist article on China quite a bit.  So I really shouldn't still be writing about last week’s article on Chinese consumption growth.  That article argued that …

March 5, 2019

China
Taking Managed Trade Seriously—What Would a Deal that Tries to Close the Bilateral Deficit Need to Look Like?

If Trump wants to set targets for China’s imports, he should focus on its imports of manufactures—not on getting tweetable deliverables out of the soybeans and oil that China will import (from someon…

Taking Managed Trade Seriously—What Would a Deal that Tries to Close the Bilateral Deficit Need to Look Like?

February 27, 2019

Energy and Environment
“Perceptions” about Oil or Demand Realities?

Amin Nasser, Chief Executive Officer of Saudi Aramco, whose shareholder is a sovereign nation, weighed in this week with a warning against U.S. and European activist shareholders who are making deman…

The chief executive of Saudi Aramco, Amin Nasser, speaks during an interview with Reuters in Dhahran, Saudi Arabia, December 13, 2017

February 5, 2019

China
China's Slowdown and the World Economy

China, it now seems, has entered into a real slump. There were plenty of leading indicators. I should have given more weight, for example, to the slowdown in European exports to China over the cou…

China's Slowdown and the World Economy

December 13, 2018

India
India and the World: Fueling a New Low-Carbon Growth Model

Samir Saran is the President of the Observer Research Foundation. Aparajit Pandey is the Program Director for Climate, Energy, and Resources Program at the Oberver Research Foundation. As leaders …

Workers clean photovoltaic panels inside a solar power plant in Gujarat, India.

October 18, 2018

Venezuela
What Latin America Should Tell China About Venezuela

Bankrolling the region’s biggest humanitarian disaster won’t win Beijing many friends.

Venezuelan Foreign Minister Jorge Arreaza (2nd L) talks with China's Foreign Minister Wang Yi (2nd R) during a meeting at the Ministry of Foreign Affairs in Beijing on December 22, 2017.